The valuation of holdings for trust or other estate planning purposes has become more important in the past decade, as families recognize that implications of current and prospective tax regulations can have a significant impact on heirs. In addition, corporate assets, particularly when owned by a family or non-public entity, can be a point of contention not only with the IRS but a factor in inter-company disputes or re-organizations. Realizing that an answer to the question as to the value of assets can forestall problems in these areas, an accurate and timely valuation of those assets is becoming essentially to family and corporate planning processes.
The valuation of holdings for trust or other estate planning purposes has become more important in the past decade, as families recognize that implications of current and prospective tax regulations can have a significant impact on heirs. In addition, corporate assets, particularly when owned by a family or non-public entity, can be a point of contention not only with the IRS but a factor in inter-company disputes or re-organizations. Realizing that an answer to the question as to the value of assets can forestall problems in these areas, an accurate and timely valuation of those assets is becoming essentially to family and corporate planning processes.